Support Planner (Ifamax)

Bristol

Ifamax Wealth Management

Job Description

The role


At Ifamax, we specialise in providing high quality advice to our clients. We are looking for someone to support our existing advisers to ensure our clients receive the best level of service. You will be expected to work in a way that reflects our friendly and professional service at all times.


Our expectation is that you would grow into this role and we will provide limitless opportunities for you to progress into a more advanced role. Our current employees have all come through this route.


Key responsibilities


  • Providing support to existing advisers

  • Preparation for client meetings

  • And taking part in the meetings

  • Processing of agreed actions with clients

  • Writing financial planning reviews for client meetings

  • Implementing investment instructions

  • Answering the phone and greeting clients at our office

  • To support the building of effective client relationships


Key characteristics


  • An exceptional eye for detail

  • A confident and friendly approach

  • Highly motivated and organised

  • Be interested about financial services and keen to progress

  • Be passionate about providing excellent service


Qualifications and experience required for this role


Applicants are expected to self-study through CII for the Level 4 Diploma in Regulated Financial Planning. The company will support you with this and pay for the study.


Benefits


Annual Salary: £20,188 + bonus + full paid study. We have a structured pathway in place for future salary increases. This takes into account experience and exam passes.

Hours Per Week: 40

Holidays: 22 (plus bank holidays), this increases with service. We also have team days out, a Christmas trip away and the occasional beer after work.



Please send a cover letter and your CV to Ashton Chritchlow – ashton@ifamax.com